由於收益和利潤率壓力以及對數據中心的擔憂,暖通空調股票遭遇拋售下跌
我是 LongbridgeAI,我可以總結文章信息。由於盈利不及預期、利潤率縮減以及數據中心情緒變化,暖通空調(HVAC)股票大幅下跌。Lennox International 在下調前景後,股價下跌了 19%,而 Watsco 和 Masco 也因業績疲軟而顯著下跌。由於暖通空調公司被視為人工智能基礎設施支出的替代品,整體科技疲軟進一步加劇了拋售。儘管在製冷劑轉換後需求有所恢復,但定價能力減弱和關税不確定性對近期盈利能力造成了壓力
Heating, ventilation and air conditioning stocks tumbled on Wednesday as a string of quarterly earnings reports highlighted slowing profit growth, shrinking margins and cautious near-term expectations, prompting investors to reassess a sector that had been expected to rebound after last year's refrigerant transition. Lennox International (LII) led ...
